Terms of Service
Welcome to Theresa Pooled Trusts (www.theresapooledtrusts.org). These Terms of Service (“Terms”) govern your access to and use of our website (the “Website”), including its content, resources, downloadable materials, and online features.
By accessing or using this Website, you agree to these Terms. If you do not agree, please discontinue use of the Website.
- About Theresa Pooled Trusts
The Theresa Foundation Pooled Trusts (“Theresa Pooled Trusts”) provide trust programs designed to assist seniors and individuals with disabilities in preserving income and assets while maintaining access to certain government benefits, including Medicaid and Supplemental Security Income (SSI), when applicable.
Theresa Pooled Trusts supports the charitable mission of The Theresa Foundation, a 501(c)(3) nonprofit organization dedicated to supporting children with special needs and their families through art, music, dance, drama, and recreational programs.
This Website provides educational information about pooled trusts, supplemental needs trusts, eligibility considerations, application procedures, and related resources.
- Informational Purposes Only
The information presented on this Website is intended for general educational and informational purposes.
Although we strive to provide accurate and current information, the Website’s content should not be considered legal, financial, tax, medical, or professional advice.
Laws, regulations, eligibility requirements, and government benefit programs may change over time. Individual circumstances vary, and information presented on this Website may not apply to every situation.
We encourage visitors to consult qualified attorneys, financial advisors, benefits specialists, or other appropriate professionals before making decisions concerning estate planning, pooled trusts, Medicaid eligibility, SSI, or related matters.
Use of this Website does not establish an attorney-client, financial advisory, trustee-beneficiary, or other professional relationship.
- Trust Eligibility and Enrollment
Information provided on this Website regarding pooled trust programs, eligibility, fees, benefits, and enrollment is intended to help visitors understand available options.
Accessing this Website, downloading an application, or submitting an inquiry does not guarantee:
- Acceptance into any Theresa Pooled Trusts program.
- Eligibility for Medicaid, SSI, or other government benefits.
- Approval of any trust application or account.
- Any particular financial, tax, or legal outcome.
- Continued eligibility for public assistance benefits.
Eligibility and enrollment are subject to applicable laws, regulations, trust requirements, and review by the appropriate parties.
Visitors are responsible for obtaining professional guidance and submitting accurate, complete documentation as required.
- Trust Documents and Agreements
The Website provides access to trust-related documents, including application materials, Joinder Agreements, fee schedules, beneficiary intake forms, and Master Declarations of Trust.
These materials are provided for informational and application purposes.
Participation in a Theresa Pooled Trust is governed by the applicable trust documents, executed agreements, administrative procedures, and relevant legal requirements.
In the event of a conflict between information presented on this Website and the terms of an applicable trust agreement or governing trust document, the governing trust document will control.
These Terms of Service apply to use of the Website and do not replace, amend, or supersede any executed trust agreement or other legally binding trust documentation.
- Acceptable Website Use
Visitors agree to use this Website only for lawful purposes and in a manner that does not interfere with its operation or the rights of others.
Prohibited activities include:
- Attempting to gain unauthorized access to the Website, servers, or related systems.
- Introducing viruses, malicious software, or other harmful code.
- Interfering with the Website’s security, functionality, or availability.
- Submitting false, misleading, fraudulent, or unlawful information.
- Using automated systems to excessively access or disrupt the Website.
- Reproducing or distributing Website content for unauthorized commercial purposes.
We reserve the right to restrict access to the Website when reasonably necessary to protect its security, functionality, or users.
- Intellectual Property
Unless otherwise indicated, the content available on this Website, including text, graphics, logos, photographs, videos, designs, and educational materials, is owned by or licensed to Theresa Pooled Trusts, The Theresa Foundation, or their respective content providers.
Website content is protected by applicable copyright, trademark, and other intellectual property laws.
Visitors may view, download, and print materials made available for personal, educational, or trust application purposes.
Content may not be reproduced, modified, republished, sold, or commercially distributed without prior written permission from the applicable rights holder, except as otherwise permitted by law.
Government forms and third-party materials remain subject to the rights and terms of their respective owners.
- Information Submitted Through the Website
Visitors may voluntarily submit personal information through contact forms, email communications, or other available Website features.
By submitting information, you represent that it is accurate to the best of your knowledge and that you are authorized to provide it.
We encourage visitors not to transmit highly sensitive personal, financial, or medical information through general Website contact forms.
Submission of an inquiry does not create a formal trust relationship or constitute acceptance into a trust program.
The collection and handling of personal information through this Website are described in our Privacy Policy, which should be reviewed alongside these Terms.
- Third-Party Links and Resources
The Website may contain links to third-party websites, government agencies, service providers, educational resources, and other organizations.
These links are provided for convenience and informational purposes.
Theresa Pooled Trusts does not control and is not responsible for the content, security, accessibility, accuracy, or privacy practices of independently operated third-party websites.
The inclusion of a link does not necessarily constitute an endorsement of the third party or its services.
Visitors should review the applicable policies and terms of external websites before using them or providing personal information.
- Website Availability and Accessibility
We strive to maintain a Website that is accessible, functional, and useful to individuals and families seeking information about pooled trusts.
However, we do not guarantee uninterrupted access to the Website or that every feature will operate without errors or disruptions.
We may modify, suspend, or discontinue Website features or content as necessary for maintenance, security, updates, or operational reasons.
If you experience difficulty accessing information or documents on our Website, please contact us so we can assist you in obtaining the information you need.
- Disclaimer of Warranties
The Website and its content are provided on an “as is” and “as available” basis.
While we make reasonable efforts to maintain accurate and useful information, we do not warrant that the Website’s content is complete, current, error-free, or suitable for every individual circumstance.
We make no guarantees concerning the accuracy of third-party resources, changes to public benefit programs, or the outcomes of decisions made using information found on the Website.
Nothing in these Terms excludes warranties or protections that cannot lawfully be excluded.
- Limitation of Liability
To the extent permitted by applicable law, Theresa Pooled Trusts, The Theresa Foundation, and their respective officers, directors, employees, representatives, and service providers shall not be liable for indirect, incidental, consequential, or special damages arising from the use of, or inability to use, this Website.
This includes damages associated with interruptions in Website availability, inaccuracies in general informational content, or reliance on third-party websites.
These limitations do not apply where prohibited by law and do not limit rights or obligations arising under applicable trust agreements or governing law.
- Changes to These Terms
We may update these Terms of Service periodically to reflect changes in Website functionality, organizational operations, applicable laws, or other circumstances.
Revised Terms will be posted on this page with an updated effective date.
Visitors are encouraged to review these Terms periodically to remain informed of any changes.
Continued use of the Website following the posting of revised Terms constitutes acceptance of those Terms to the extent permitted by applicable law.
- Governing Law
These Terms of Service shall be governed by and interpreted in accordance with the laws of the State of New York, without regard to its conflict-of-law principles, except where otherwise required by applicable law.
Nothing in these Terms changes the governing law or dispute resolution provisions of any separately executed trust agreement.
- Contact Information
If you have questions regarding these Terms of Service or the use of our Website, please contact:
Theresa Pooled Trusts
250 Lido Boulevard
Lido Beach, NY 11561
Phone: (877) 391-0390
Email: TPT@theresafoundation.org
Website: www.theresapooledtrusts.org
For additional information about our trust programs, enrollment procedures, and available resources, please visit our Website or contact our office directly.